On the Trip of a Lifetime, How to Budget and How to Splurge

Tom Levinson Life with Money

Working remotely the past several years, our Park Piedmont team has stayed close in a number of ways – chief among them, team huddles over Zoom. The huddles are our virtual water cooler: a space to convene, connect, and catch up. As you’d expect, when any of us has a big plan on the horizon – say, a family move or …

The Unwritten Rules of Money

Tom Levinson Life with Money

Not long ago, on our neighborhood’s email list serve, a family having their kitchen gutted and remodeled posed a question. “Is it appropriate (expected/customary),” they asked, “to give the workers, not the contractor, a cash gratuity?” Around the same time, a friend was recounting a recent family road trip in Montana. The parents and their high school age kids had …

An Introduction to Life with Money

Tom Levinson Life with Money

Among the building blocks of our work as an investment and financial advisory firm, one is a prerequisite: an interest in money. Now, what we’re calling this “interest in money” isn’t actually about accumulation. There’s nothing wrong in a prosperous life – indeed, there can be much good. And the subject of wealth accumulation – for example, the question, “How much …